Our Team
Meet Our Team
Lori is a California Licensed Professional Fiduciary. She founded Concierge Fiduciary Services to provide holistic, team-based client services and robust succession planning. Lori is a recognized expert in her field. She is an approved education provider for the California State Bar. Committed to prudent and trustworthy fiduciary care, Lori teaches, supports, and coaches our collaborative team.
Heidi is a California licensed attorney, not practicing law. Her careful decision making and astute nature makes Heidi perfectly suited to serve as a Professional Fiduciary. Her above board qualifications are highly valued by her clients and fellow professionals. Heidi's ethics are evident in everything she does, as is her caring and kind personality. She is based in Placer County.
While Jenny is a highly skilled Licensed Professional Fiduciary, it is her delightful disposition and well-rounded background that truly set her apart. Possessing a natural "CPA DNA," she pairs technical precision with the communication skills of a former teacher. Her secondary passions as a baker and organizer translate effectively into her work, allowing her to bring both structure and a human touch to her professional services. Jenny is uniquely equipped to provide the clarity and care her clients deserve. She is based in the Rocklin, Roseville area of Placer County.
Based in Nevada County, our newest Licensed Professional Fiduciary, Laura has been a teacher, a small business owner, and a paralegal. Her experience as an estate planning paralegal is advantageous and relevant as she navigates complex person and financial matters. She recently completed her PhD in Women's American Literature and Gender Studies. She is focused, caring, community minded, and highly organized -- traits that she employs as a Professional Fiduciary to support her community in Grass Valley and Nevada City.
